Institute For Wealth Management, Llc. Wisdomtree U.S. Midcap Fund Transaction History

Institute For Wealth Management, Llc.

  • $929 Million
  • Q3 2025

A detailed history of Institute For Wealth Management, Llc. transactions in Wisdomtree U.S. Midcap Fund stock. As of the latest transaction made, Institute For Wealth Management, Llc. holds 12,490 shares of EZM stock, worth $815,222. This represents 0.09% of its overall portfolio holdings.

Number of Shares
12,490
Previous 12,790 2.35%
Holding current value
$815,222
Previous $790,000 4.18%
% of portfolio
0.09%
Previous 0.09%

Shares

30 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 17, 2025
SELL
$61.83 - $67.07 $18,549 - $20,120
-300 Reduced 2.35%
12,490 $823,000
Q2 2024

Jul 25, 2024
SELL
$56.57 - $60.6 $1,640 - $1,757
-29 Reduced 0.23%
12,790 $739,000
Q1 2024

Apr 30, 2024
SELL
$55.25 - $61.02 $49,227 - $54,368
-891 Reduced 6.5%
12,819 $782,000
Q4 2023

Jan 31, 2024
BUY
$47.01 - $57.98 $188 - $231
4 Added 0.03%
13,710 $786,000
Q3 2023

Oct 13, 2023
BUY
$49.88 - $55.46 $149 - $166
3 Added 0.02%
13,706 $695,000
Q2 2023

Jul 25, 2023
BUY
$47.28 - $52.94 $141 - $158
3 Added 0.02%
13,703 $725,000
Q1 2023

Apr 20, 2023
BUY
$47.09 - $55.78 $94 - $111
2 Added 0.01%
13,700 $681,000
Q4 2022

Feb 02, 2023
BUY
$45.28 - $52.03 $226 - $260
5 Added 0.04%
13,698 $665,000
Q3 2022

Oct 18, 2022
BUY
$43.88 - $52.9 $131 - $158
3 Added 0.02%
13,693 $602,000
Q2 2022

Jul 25, 2022
BUY
$45.15 - $55.11 $180 - $220
4 Added 0.03%
13,690 $629,000
Q1 2022

Apr 29, 2022
BUY
$51.5 - $57.18 $103 - $114
2 Added 0.01%
13,686 $748,000
Q4 2021

Jan 21, 2022
BUY
$52.62 - $57.03 $105 - $114
2 Added 0.01%
13,684 $770,000
Q3 2021

Nov 15, 2021
BUY
$49.81 - $54.23 $249 - $271
5 Added 0.04%
13,682 $712,000
Q2 2021

Jul 21, 2021
BUY
$50.97 - $54.49 $101 - $108
2 Added 0.01%
13,677 $717,000
Q1 2021

May 04, 2021
BUY
$42.79 - $52.29 $42 - $52
1 Added 0.01%
13,675 $696,000
Q4 2020

Feb 01, 2021
BUY
$34.56 - $43.66 $25,850 - $32,657
748 Added 5.79%
13,674 $594,000
Q3 2020

Nov 03, 2020
SELL
$31.23 - $36.34 $59,992 - $69,809
-1,921 Reduced 12.94%
12,926 $442,000
Q2 2020

Jul 30, 2020
BUY
$24.14 - $37.04 $8,304 - $12,741
344 Added 2.37%
14,847 $484,000
Q1 2020

Apr 29, 2020
SELL
$22.51 - $42.68 $20,754 - $39,350
-922 Reduced 5.98%
14,503 $383,000
Q4 2019

Feb 27, 2020
BUY
$37.75 - $42.41 $557,794 - $626,650
14,776 Added 2276.73%
15,425 $649,000
Q4 2019

Jan 27, 2020
SELL
$37.75 - $42.41 $571,723 - $642,299
-15,145 Reduced 95.89%
649 $649,000
Q3 2019

Oct 28, 2019
SELL
$39.14 - $40.36 $154,094 - $158,897
-3,937 Reduced 19.95%
15,794 $623,000
Q2 2019

Aug 02, 2019
BUY
N/A
2,520 Added 14.64%
19,731 $789,000
Q1 2019

May 15, 2019
BUY
N/A
2,476 Added 16.8%
17,211 $677,000
Q4 2018

Feb 08, 2019
BUY
N/A
96 Added 0.66%
14,735 $505,000
Q3 2018

Oct 29, 2018
SELL
N/A
-9 Reduced 0.06%
14,639 $603,000
Q2 2018

Aug 10, 2018
BUY
N/A
14,648 New
14,648 $587,000
Q1 2018

May 15, 2018
SELL
N/A
-14,372 Closed
0 $0
Q4 2017

Feb 12, 2018
BUY
N/A
726 Added 5.32%
14,372 $573,000
Q2 2017

Aug 14, 2017
BUY
N/A
13,646
13,646 $489,000

Others Institutions Holding EZM

# of Institutions
162
Shares Held
7.45M
Call Options Held
0
Put Options Held
0
View Full List

About WISDOMTREE U.S. MIDCAP FUND

EZM Quotes by TradingView
  • Ticker EZM
  • Sector ETFs
  • Industry ETFs
More about EZM
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